HFP
Holistic Financial Partners’s First Trust Nasdaq Transportation ETF FTXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-197,236
| Closed | -$6.37M | – | 106 |
|
|
2022
Q1 | $6.37M | Buy |
197,236
+7,520
| +4% | +$243K | 4.05% | 8 |
|
|
2021
Q4 | $6.56M | Buy |
189,716
+6,323
| +3% | +$218K | 3.8% | 8 |
|
|
2021
Q3 | $5.65M | Buy |
183,393
+16,494
| +10% | +$508K | 3.48% | 9 |
|
|
2021
Q2 | $5.67M | Buy |
166,899
+23,966
| +17% | +$815K | 3.39% | 8 |
|
|
2021
Q1 | $4.71M | Buy |
142,933
+121,245
| +559% | +$3.99M | 3.1% | 9 |
|
|
2020
Q4 | $609K | Buy |
+21,688
| New | +$609K | 0.42% | 32 |
|